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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,112 | $178,174-29.8% | $156,181-19.9% | $137,256-8.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 21.75% | 84.19%-62.4pp | 64.87%-43.1pp | 220.34%-198.6pp |
| Employer contribution / active EE | $12,033 | $4,972+142.0% | $4,294+180.2% | $4,156+189.5% |
| Participant deferral / active EE | $12,578 | $6,888+82.6% | $6,132+105.1% | $6,407+96.3% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |